4J Wealth Management’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

4J Wealth Management’s Portfolio TCAL Stock Details TCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-95,981	Closed	-$2.15M	–	116
2026 Q1	$2.15M	Buy	95,981 +8,168	+9%	+$192K	1.22%	18
2025 Q4	$2.07M	Buy	87,813 +23,064	+36%	+$555K	1.18%	20
2025 Q3	$1.58M	Buy	64,749 +51,447	+387%	+$1.27M	0.93%	24
2025 Q2	$329K	Buy	+13,302	New	+$328K	0.22%	66

Other funds holding TCAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

CFG

CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

4J Wealth Management's TCAL Position: Q2 2026 in Review

4J Wealth Management sold out of T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q2 2026, closing a stake of 95,981 shares — an estimated $2.15M sold.

4J Wealth Management first reported a position in TCAL in Q2 2025 and held it in 4 quarters. The position peaked at $2.15M in Q1 2026. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

4J Wealth Management reported no remaining T. Rowe Price Capital Appreciation Premium Income ETF position as of Q2 2026 after selling out during the quarter.
4J Wealth Management sold 95,981 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $2.15M.
4J Wealth Management first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q2 2025 and held it in 4 quarters.
4J Wealth Management's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $2.15M in Q1 2026.
70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.